Brickley Wealth Management’s Vanguard ESG US Stock ETF ESGV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.26M | Sell |
11,514
-347
| -3% | -$38K | 0.25% | 21 |
|
|
2025
Q1 | $1.16M | Sell |
11,861
-440
| -4% | -$43.1K | 0.24% | 21 |
|
|
2024
Q4 | $1.29M | Sell |
12,301
-314
| -2% | -$32.9K | 0.26% | 21 |
|
|
2024
Q3 | $1.28M | Hold |
12,615
| – | – | 0.26% | 22 |
|
|
2024
Q2 | $1.22M | Sell |
12,615
-714
| -5% | -$69K | 0.27% | 22 |
|
|
2024
Q1 | $1.24M | Sell |
13,329
-28
| -0.2% | -$2.61K | 0.28% | 22 |
|
|
2023
Q4 | $1.14M | Hold |
13,357
| – | – | 0.27% | 23 |
|
|
2023
Q3 | $1M | Hold |
13,357
| – | – | 0.27% | 22 |
|
|
2023
Q2 | $1.05M | Buy |
13,357
+8
| +0.1% | +$627 | 0.26% | 24 |
|
|
2023
Q1 | $957K | Buy |
13,349
+157
| +1% | +$11.3K | 0.26% | 24 |
|
|
2022
Q4 | $869K | Buy |
13,192
+375
| +3% | +$24.7K | 0.26% | 26 |
|
|
2022
Q3 | $806K | Sell |
12,817
-140
| -1% | -$8.8K | 0.26% | 23 |
|
|
2022
Q2 | $860K | Sell |
12,957
-61
| -0.5% | -$4.05K | 0.27% | 27 |
|
|
2022
Q1 | $1.06M | Buy |
13,018
+376
| +3% | +$30.5K | 0.28% | 25 |
|
|
2021
Q4 | $1.11M | Hold |
12,642
| – | – | 0.24% | 26 |
|
|
2021
Q3 | $1.01M | Hold |
12,642
| – | – | 0.25% | 26 |
|
|
2021
Q2 | $1.01M | Buy |
12,642
+26
| +0.2% | +$2.08K | 0.26% | 26 |
|
|
2021
Q1 | $930K | Buy |
12,616
+2,926
| +30% | +$216K | 0.25% | 26 |
|
|
2020
Q4 | $680K | Buy |
9,690
+1,489
| +18% | +$104K | 0.19% | 26 |
|
|
2020
Q3 | $521K | Buy |
8,201
+847
| +12% | +$53.8K | 0.15% | 26 |
|
|
2020
Q2 | $415K | Buy |
7,354
+529
| +8% | +$29.9K | 0.14% | 27 |
|
|
2020
Q1 | $313K | Buy |
+6,825
| New | +$313K | 0.13% | 29 |
|